HGERS

Householder Group Estate & Retirement Specialist Portfolio holdings

AUM $134M
1-Year Est. Return 22.36%
This Quarter Est. Return
1 Year Est. Return
+22.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,228
New
Increased
Reduced
Closed

Top Buys

1 +$5.31M
2 +$1.82M
3 +$1.33M
4
BND icon
Vanguard Total Bond Market
BND
+$1.14M
5
PHDG icon
Invesco S&P 500 Downside Hedged ETF
PHDG
+$1.03M

Sector Composition

1 Financials 9.26%
2 Technology 6.88%
3 Healthcare 6.55%
4 Consumer Staples 5.4%
5 Industrials 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$8K ﹤0.01%
+740
777
$8K ﹤0.01%
+89
778
$8K ﹤0.01%
+97
779
$8K ﹤0.01%
+262
780
$8K ﹤0.01%
+552
781
$8K ﹤0.01%
+355
782
$8K ﹤0.01%
+733
783
$8K ﹤0.01%
+500
784
$8K ﹤0.01%
+135
785
$8K ﹤0.01%
+150
786
$8K ﹤0.01%
+104
787
$8K ﹤0.01%
+257
788
$8K ﹤0.01%
+775
789
$8K ﹤0.01%
+287
790
$8K ﹤0.01%
+5,305
791
$8K ﹤0.01%
+138
792
$8K ﹤0.01%
+180
793
$8K ﹤0.01%
+149
794
$8K ﹤0.01%
+76
795
$8K ﹤0.01%
+186
796
$8K ﹤0.01%
+355
797
$7K ﹤0.01%
+53
798
$7K ﹤0.01%
+275
799
$7K ﹤0.01%
+117
800
$7K ﹤0.01%
+439